News is acoming!!!! Firstly I am not a TA Investor but here is a...

News is acoming!!!!

Firstly I am not a TA Investor but here is a few indicators I could find:


http://www.barchart.com/opinions/stocks/MRF.AX

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I cannot speak much about this other then to say when I look outside and see that it is sunny I am happy!

As for Macro Drivers. There is a clear Mathematical Link between the Growth of a Nation and the success of Small Caps.

Sovereign Risk/Leverage is a very important factor.....

• Sri Lanka is one of the fastest growing economies with a GDP of 8% between 2010 and 2012
• The Sri Lankan government is promoting foreign private sector investment
• There is excellent infrastructure and experienced mining labour available
• The country is English speaking with a high literacy rate of >92%
• Sri Lanka is run by a democratic government, and is a member of the Commonwealth
• There is excellent exploration and mining tenure available
• Subject to Board of Investment approval to mine high grade vein graphite for export, MRL may receive:
• A tax free holiday period
• Duty free imports of capital equipment
• Streamlined repatriation of profits

Why Sri Lanka?

1/ Sri Lanka is the only region in the world that produces vein (lump) graphite with a carbon content of more than 90%C in commercial quantities.

2/ The 25-year civil war ended in May 2009.

3/ The Sri Lankan government is keen on promoting foreign private sector investment, with graphite being the country's one of most important mineral products.

4/ Sri Lanka is underlain by Proterozoic high grade metamorphic rocks with Phanerozoic sediments being restricted to the coastal region.

5/ Sri Lanka currently produces a very small amount of graphite about 4,000 metric tons (MT) yearly, according to the US Geological Survey (USGS).

6/ But Sri Lanka's graphite is a unique product. The country produces lump and chippy dust graphite and is the worlds only source of these particular materials.

7/ Lump and chippy dust graphite are the highest-value graphite products found globally, the USGS notes. In 2012, prices for Sri Lankan lump and chip graphite averaged $1,990 per MT, significantly higher than prices reported for other products, such as flake or amorphous graphite.

8/ The significant potential application of modern geophysical techniques. Electrical surveys are a simple and effective way to check large amounts of ground for graphitic targets. By looking at the under-explored ground around Sri Lanka's major mines, incoming explorers have a high probability of making significant finds.

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1/ The U.S.A. is a 100% importer of Graphite, and has recently joined China and the European Union in classifying Graphite as a critical strategic material. This has far reaching consequences in my opinion.

2/ A further 344km2 are currently under application for licence. Assets are value.

3/ Very little upgrading and processing is required to make a high-quality saleable product with Vein Graphite.

4/ Vein graphite is the rarest, most valuable form of natural Graphite. A true safe haven commodity. The Vein Graphite difference from flake is its crystal structure, the end-users use it in specific applications, it is the most competitive with China.

5/ Large tons of graphite don't actually impress as much as you might think. Finding buyers for all those tons is a massive hurdle.

6/ Smaller projects that hit revenue targets are intrinsically valuable. MRL has set sound, achievable targets and that extrapolates into revenue targets.

7/ Supply shortages are to be expected by 2020. A predicted shortage of 100k to 130k tons per year as demand by the BRIC nations expands.

8/ End-users purify lower-grade graphite in-house to save costs and to pay mines less.

9/ End-users are starting large volume buying again after the 2012 dip.

10/ Graphiters are quicker to market all round beating out base and precious metals.

11/ It is easier for small companies to adapt and change to meet their end-users product specifications, allowing them to set the higher price. Larger companies often have invested in one set of specifications and find the costs of changing exorbitant.

12/ Vein Graphite is special, many graphiters face large metallurgical processing costs the Vein does not have. Low cost plays a part whether or not to invest long or short. If the costs are high that has to weigh upon decisions because delays snag up confidence.

13/ MRL can keep capital costs low, this is very important to see in the budget and the management. Paying in shares to keep the management strong is one of the best ways to keep down capital costs. Another is mining in an emerging nation with tax and currency advantages.

14/ Vein graphite is a niche market supplied only by Sri Lanka. Graphiters are at the mercy of the End-users because they have specific requirements from their input material to their finished product and any change to the production line costs. End-users favor smaller tons of Graphite that meet their needs and will favor MRL for that alone.

15/ MRL is not beholden to anyone but the shareholders, they have excellent kingmakers MR Grigor and can make JV's and deals with End-users early on in the exploration, mining and shipping steps that they must take.

16/ Whenever low-cost production can be sold at the premium without delays revenue follows.

IRR - Internal Rate of Return.... Small consistent tons allows for one single customers. Multiple customers multiple headaches.

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Then there is the Investment Drivers....

1. A high grade, high quality deposit with enough known resources for at least 20 years of production
2. Low operating costs (MRL Corporation)
3. Low capital costs (MRL Corporation)
4. A high proportion of medium and large flakes - (SL Vein is Superior)
5. Purity which exceeds typical specifications - (SL Vein is Superior)
6. Take-off agreements with key customers and easy access to graphite markets
7. First mover advantage
8. Run of Mine

http://www.mrltd.com.au/attachments/article/127/20150821-MRLReasearch-FEC.pdf


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Then there is Peer Comparison....


I had thought that because of its graphene potential Talga Resources Ltd (ticker TLG, price 35¢, mkt cap $49m) would be the best performer of all of the ASX-listed graphite companies, but MRL now looks far superior.

Here is a quick comparison:

• In September 2014 Talga released the results of a scoping study based on an opencut mine at a 4:1 strip ratio producing 250,000 tpa ore grading some 24% total graphitic carbon (TGC). The process plant would upgrade this to 40,000 tpa of graphite concentrate grading 80-85% purity (which could be sold for $480/t) and 7,000 tpa of graphene grading 99.9% purity. However, it was thought that only a limited tonnage of the graphene could actually be sold as graphene because of the limited market for the material at this pioneering stage of the industry, and Talga assumed, for the sake of the exercise, that 1,000 tpa would be sold as graphene with the remainder sold as high quality graphite priced at US$1,600/t. That would result in annual project revenues of some US$84m. Capital cost was put at around $30m. Operating costs were put at $84/t of feed (i.e. $21m annually) and that included processing costs.
• MRL could achieve revenue of US$75m from mining say 5,000 tpa (continuing with the example provided by CPS Capital) and producing 1,000 tpa graphene priced at US$55,000/t and 4,000 tpa of high quality battery grade graphite priced at US$5,000/t, at a capital cost probably well under $10m, at much lower operating costs (a cost of US$600/t for the raw graphite would amount to $3m annually, to which must be added the cost of processing) and probably earlier to boot.

http://www.newingonstocks.com/review-of-mrf/

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MRL Corporation - Research Report

http://www.equities.com/index.php?option=com_k2&view=newsdetail&id=400189

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Interesting Comparison isn't it?


http://www.mrltd.com.au/attachments/article/127/20150821-MRLReasearch-FEC.pdf


http://static1.squarespace.com/static/52efc154e4b0c6787ab52ec3/t/557e979be4b00198d21b8ab8/1434359707626/Graphite DislocationV1.pdf

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Research Reports

The following reports were published by Far East Capital Ltd:

• Research report
• Graphene report

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http://boraboraresources.com/home/images/BBR_April_14.pdf

Many of the facts here and the Peer Comparisons still hold up and point the way -

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The X Factor - MR Grigor !!!





Sound Geology = MRL Corporation !!!

Geology is the Limit .... How Limited is SL Vein Graphite and Graphene?

It is no surprising that MR Grigor is in MRL Corporation in my opinion. His understanding of the industry is outstanding.


What is the Discovery cost for SL Vein Graphite?


MRL Corporation has already Discovered hasn't it....


1/ What is the cash Cost of SL Vein Graphite?


2/ Why are many Long-termers like MR Grigor is expecting a many times return?


3/ How much to produce an ounce of SL Vein Graphite or Graphene?


4/ What is the Mine Life?


5/ Why does the dilution not matter if your making many times your money?


6/ The Money is Gained in the first few years; why is this a fact?


7/ 30% never repay their capital; compare MRL Corporation with projects with 4 to 5 pay back period?


8/ What is Manager Risk and why experience identify Competent Management?


9/ What is Geo-political Risk?


10/ Exploration boosts producers like stages of a rocket; what is good about MRL's exploration costs?


MR Grigor uses a proven Formula - Why does MRL Corporation fit the bill?

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The News flow has been incredible!!!


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The Investors’ Guide to Graphene
“Disruptive Technology that is Opening the Door to a New Age in Industry"

http://www.talgaresources.com/IRM/C...86/AnInvestorsGuidetoGraphenebyFarEastCapital

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Graphene on the Road to Stardom

http://www.theaustralian.com.au/bus...-road-to-stardom/story-fnciihm9-1227358206445


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Veteran stock-picker Warwick Grigor bets big on graphene

http://www.theaustralian.com.au/bus...213910068?nk=fab764ae406031ea0bbce0251fad8d60


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Escaping the Malaise of the Bulks

http://www.miningaustralia.com.au/features/escaping-the-malaise-of-the-bulks


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SL Vein is even more amazing!!!


"Graphene is the future. Plain and simple.

It's 200 times stronger than steel, thinner than a sheet of paper, and more conductive than copper.

And that's not all...

Researchers the world over are using it for critical advances in a variety of industries. Graphene makes:

Solar 50x-100x more efficient
Semiconductors 50x-100x faster
Aircraft 70% lighter

We're talking batteries that charge 10x faster and store 10x more power...

Phones and computer displays that bend and fold...

And even the potential to make people and things completely invisible.

Indeed, the Huffington Post notes graphene will change the world.

It's so vital to our future that it's been named a "supply critical mineral" and a "strategic mineral" by the United States and the European Union.

Yet only a few companies around the world have access to mineral resource that is required to make graphene. And 70% of supply is controlled by China.

So the setup is perfect for any non-Chinese supply to become an extremely lucrative investment, just like rare earths a few years ago." - Outsider Club, February 26th, 2014

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http://investorintel.com/graphite-g...pe-rechargeable-battery/#sthash.tv9NZyNK.dpuf

1/ Nuclear Power
2/ Water Filtration
3/ Communication
4/ Nanotechnology
5/ Desalinization Plants
6/ Batteries
7/ Paint
8/ Military
9/ Satellites
10/ Space
11/ Sealants
12/ Computers/Robots

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Critical; Vital; Strategic Disruptive Commodity - Graphite!


Disruption In The Making

http://www.mining-journal.com/technology/science-rd/disruption-in-the-making/?adfesuccess=0

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AM: It's similar to what a lot of other companies are trying to do, and that is show that their material can be used in specialist markets. Most graphite juniors must now prove they have a viable blueprint for their material in the value-added markets, where there are much higher margins. Those are the growth areas.
SM: There are two paths to success in graphite: the volume route or the value-added route. If you get caught in the middle, that's a problem.

AND

TGR: Please share one tidbit for investors to keep in mind as they conduct their due diligence on critical minerals equities.
SM: Don't treat critical minerals like commodities. The basic process of analyzing commodities has relevance to specialist minerals but they're not entirely the same. Critical minerals are niche products at this stage that require a long-term outlook. It is no surprise that the people that invested in the critical minerals supply chain in the past—namely Japanese and Korean companies—are long-term thinkers. These companies now control the majority of these supply chains. A longer-term way of thinking is crucial.

SOURCE: http://www.mining.com/web/thinking-...tment-primer-for-lithium-cobalt-and-graphite/

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"To kickstart the next cycle, we need optimists who can see opportunity," he said.

Grigor was critical of investors he said had confused the concept of relative value of companies in the mining sector, saying there were too many who had failed to take into account the bigger picture of the market.

"We're at the same place we've been many times before: we're at the bottom of the cycle, and the turning point is somewhat elongated as we seek to flush out the excesses of the previous bull market," he said.

"There are too many junior companies that serve no purpose, and need to fail, because they're distracting us from those that have a future."

Grigor said the current market climate was similar to that of the Dot.com boom of the early 'Noughties', and that today the best way for miners to enhance their stock value was to announce a technology deal.

The long term future of the market would lie with the disruptive potential of nanotechnology, particularly in the case of the nanomaterial graphene, he said.

"Graphene presents us with a generational change in techology, taking the field of nanoscience one step further.

"Nanoscience has given us the ability to identify and seperate the materials which can be combined with other materials for performance levels not otherwise thought possible."

With a barrage of examples of the uses and patented inventions made possible by graphene, Grigor explained that the supermaterial had the distruptive potential to affect demand for other mined commodities.

Graphene can be added to exisiting materials and products to enhance their function and performance, and reduce the quantites required in production; such as when graphene is added to copper it can increase conductivity and reduce the material need for the tradtional commodity by up to 80 per cent.

It can also be used in the manufacture of concrete, increasing it's strength and precluding the need for steel reinforcing altogether.

Grigor also explained that the material strength of graphene, 200 times that of steel by weight, meant it could be used to create vastly stronger steel which would reduce the amount of iron ore required, and also reduce transport costs on the final product.

"There has been an explosion in the number of patents being taken out, as industry has been preparing to take advantage of a new and deeply disruptive graphene age."

The ability for miners to take advantage of this new market was limited to contributing graphite to the front end of the supply chain, sending it to specialist producers for manufacturing into usable graphene, Grigor said.

However, he noted two exceptions to this problem, flagging Talga Resources as a potential leader in global graphene supply thanks to an "unusually high grade deposit of graphite in Sweden" and plans for a graphene production plant in Germany, as well as MRL Corporation in light of recent test work on their ultra-high grade deposit in Sri Lanka, and their potential for low-cost production of graphene.

"Both of these companies could bring product to the market and massively undercut the price of graphene; in doing so they will be important facilitators to the large-scale commercialisation of graphene," he said.

"Whether these companies become vertically integrated to benefit from multiple points in the value chain will depend on management and corporate objectives."
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To see the stock market chart for each country, just click the link…

1. Malaysia
2. Brazil
3. Egypt
4. China
5. Indonesia
6. South Korea
7. Turkey
8. Chile
9. Colombia
10. Peru
11. Bulgaria
12. Greece
13. Poland
14. Serbia
15. Slovenia
16. Ukraine
17. Ghana
18. Kenya
19. Morocco
20. Nigeria
21. Singapore
22. Taiwan
23. Thailand


I predict a run on Strategic Materials cannot be hidden as nations; banks and investors look for assets that act as a form of currency that is also something real.

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Strategic Materials have Unique Properties: SL VEIN GRAPHITE

End users are very important when considering the differences between Flakers and Veiners...

Vein can be used by Lithium Batteries/Graphene Chips and so on demanding a premium price.

Vein has not had its great strike yet by most estimates using modern methodology.

Vein separates itself because of costs and expenses.

In this age of bubbles and inefficiencies. In my opinion the balance sheet must be taken on a case by case basis as much as possible. Structure is vital at this stage of the game as well as managements ability to use best practices day to day...

1/ Vein is Cheaper and Faster to Market.
2/ Vein End-users can take it as it is without processing.
3/ Vein competes with China.
4/ Vein is involved with the matters of future global dominance of space, military, information technology, energy and transport.
5/ Vein is a niche market.
6/ Sri Lanka's Risk to Leverage ratio is in the positive.
7/ Leverage and risk minimizing aspects driving ever greater investment capital.

It is helpful to compare the Flake versus Vein Market place to gain the proper understanding of the Value and Price.

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What I have done here is consolidate the Data and Past News for a Foundation behind my deduction....

Very exciting news is coming I deduce for a number of important reasons:

I fully expect more positive outcomes....


http://www.mrltd.com.au/attachments/article/136/20150119-MRL-graphite-lithium-batteries.pdf

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MRL Corporation achieves high-grade graphite yields

Tuesday, August 11, 2015

http://www.resourcesroadhouse.com.a...rl-corporation-achieves-high-graphite-yields/

THE BOURSE WHISPERER: MRL Corporation (ASX: MRF) has followed up its recent release of results on the recovery of graphene from the company’s graphite projects in Sri Lanka to announce further test work has produced a very high graphene yield.

The company claims that using an exfoliation process time of only 10 minutes, it achieved 50 per cent of graphite exfoliated giving up a graphene yield greater than 90 per cent.

MRL indicated the yield calculation of electrochemically exfoliated graphene will be optimised in future proposed studies.

Although MRL is of the view its high grade graphite ore has a ready market at premium prices, it said the latest test results suggest the company should also be positioning itself as a low cost supplier of graphene to the market.

The company believes the very high yields being achieved place it in a very favourable competitive position.

“The result is extremely exciting considering the speed of graphene conversion and yield of greater than 90 per cent when compared to conversion rates of two per cent to 12 per cent reported by other listed graphite companies,” MRL Corporation managing director Craig McGuckin said in the company’s announcement to the Australian Securities Exchange.

MRL indicated it will carry out further test work to optimise the process and the yield the implications of this initial test.

It expects the short time frame and low voltage and amperage, yet still significant yields, will help it achieve high levels of graphene production from low volumes of graphite ore.

MRL’s graphite projects in Sri Lanka have very high-grade vein ore, with analysis of drilling core showing a range of 92.8 to 99.3 per cent total graphitic carbon (TGC).

The company anticipates such high grades and excellent yield results will minimise the capital expenditure required for it to become a supplier of graphene to the market.

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http://member.afraccess.com/media?id=CMN://6A736678&filename=20151009/MRF_01670345.pdf


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WORD IS GETTING OUT !!!


Finally, looking at the chart, it can be seen that yesterday the shares jumped from the previous close of 5.7¢ to as high as 9.1¢ before settling at 7.2¢, a rise of 1.5¢. That was in reaction to the announcement on graphene yields. The shares have now established support on the uptrend line I have drawn, while resistance is apparent in the 12-14¢ range.

Dare I state that a breakout above that level would suggest a target of about $1 per share?


http://www.newingonstocks.com/review-of-mrf/

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I predict everything in this article will be achieved and the news cannot be that far away in the scheme of the LOM !!!

I predict another Trading Halt in our Future!!!

There is allot to consider but I think it is important to step back and look at the map as a whole sometimes as much as take compass readings!

I think news is coming that will shake us all up; MRL has the Labor and the Capital and is about to get Production in my opinion. Who knows when but the market is catching on slowly. At any point the Management could do a marketing blitz and just before Production is a great time -

I think there will be allot of new Flakers heading our way and I hope this compressed post is good food for thought and fun!


What do you think?

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And all the other wonderful posters on HC




Kind Regards

DYOR !!!

To Err Is Human!!!

Mistakes are Easy!!!

I Could be 100% Wrong!!!